Trella Wealth

Overview

Trella Wealth is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small institutional clients. Its advisory model relies primarily on pooled public funds and third-party managers rather than running proprietary investment vehicles — the firm is not a capital allocator. Investment approach centers on diversified, manager-driven solutions implemented through mutual funds and similar public instruments, with supplemental use of annuities and externally managed real estate allocations where appropriate. Trella Wealth charges both percentage-of-AUM and fixed fees and operates a discretionary platform, which allows it to implement model allocations and adjust client portfolios without seeking frequent client consent for trades. Trella Wealth does not identify as an ESG-active investor and is not registered as a multi-state adviser. Advisory services include comprehensive financial planning and portfolio management for private clients and for small businesses or institutions.

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Public Holdings

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Location & Offices